Who Owns GOF?

Guggenheim Strategic Opportunities Fund — Institutional Ownership & 13F Holdings

$11.31

-0.04 (-0.40%)

Market Cap

$2.0B

Shares Outstanding

162,406,000

Institutional Holders

173

Total Inst. Value

$522.7M

% of Float Held

QoQ Holder Change

+80

Institutional data as of Q1 2025

New Positions

49

Closed Positions

19

Increased

66

Decreased

29

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$166.3M10,682
2MORGAN STANLEY$106.9M6,862,824
3VERUS CAPITAL PARTNERS, LLC$24.5M1,572,690
4UBS Group AG$22.9M1,472,594
5RAYMOND JAMES FINANCIAL INC$18.1M1,164,597
6MML INVESTORS SERVICES, LLC$12.4M796,438
7OSAIC HOLDINGS, INC.$11.6M747,955
8CreativeOne Wealth, LLC$10.6M682,671
9Cambridge Investment Research Advisors, Inc.$10.0M644,809
10ROYAL BANK OF CANADA$9.6M618,447

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold GOF?

As of Q1 2025, 173 institutional investors report holding GOF (Guggenheim Strategic Opportunities Fund) in their 13F filings.

Which hedge fund owns the most GOF?

The largest institutional holder of GOF is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $166.3M in shares.

Are institutions buying or selling GOF?

This quarter, 49 institutions opened new positions in GOF and 19 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.